Investing

Displaying 17149 results
MUTUAL FUNDS JUL 25, 2017
Vanguard winning at bond inflows, too

But iShares is strong competition.

By John Waggoner
FIXED INCOME JUL 25, 2017
What would happen if there was a sharp rise in interest rates?

An unexpectedly aggressive hike by the Fed could create an economic domino-effect.

By Michael Joyce
EQUITIES JUL 24, 2017
Take 5: Vanguard's new CIO Greg Davis talks bonds, stocks and costs

Having just stepped into the role, this veteran of the firm now oversees $3.8 trillion in assets in more than 300 mutual funds and exchange-traded funds.

By John Waggoner
MUTUAL FUNDS JUL 24, 2017
Morningstar: Advisers are overreacting to fund manager changes

Study finds little negative impact on returns when management of a fund changes.

By John Waggoner
RETIREMENT PLANNING JUL 24, 2017
DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents

Principal has communicated that independent agents must change their business models to keep receiving compensation.

By Greg Iacurci
EMERGING MARKETS JUL 20, 2017
GMO: Don't overlook risk in emerging markets

Cheap valuations aren't the only factor when deciding to invest

By John Waggoner
FIXED INCOME JUL 20, 2017
Central banks must use caution in further tightening, Gross says

The go-slow warning marks a shift for the billionaire Janus bond fund manager.

By Bloomberg
MUTUAL FUNDS JUL 20, 2017
Time to remind clients about taxes

No matter what tax reform Congress enacts, funds will still feel a bite

By John Waggoner
ALTERNATIVES JUL 19, 2017
Fleeing hedge funds, wealthy investors take shelter in real estate

Concern over high valuations and geopolitical risk pushes them back to basics.

By Bloomberg
RETIREMENT PLANNING JUL 19, 2017
Shifting DCIO distribution offers opportunity for 401(k) advisers

Some asset managers traditionally focused on selling through advisers are bypassing them to go directly to 401(k) plan sponsors.

By Fred Barstein
EMERGING MARKETS JUL 19, 2017
How to Invest for the Rest of 2017: Our Mid-Year 2017 Outlook

By Krishna Memani, CIO, Portfolio Manager
ALTERNATIVES JUL 18, 2017
Are music royalties a new alternative investment?

You can get income for a song, but the length of the stream can be hard to predict.

By John Waggoner
LIFE INSURANCE AND ANNUITIES JUL 18, 2017
Indie BD managing $520 million becomes OSJ

HBW Securities in Simi Valley, California, takes 55 reps to Cetera

By Bloomberg
FIXED INCOME JUL 17, 2017
Advisers bracing for Fed's unprecedented bond sale

Effects from winding down a large portion of the Federal Reserve's record $4.5 trillion portfolio are expected to ripple across financial markets.

By Jeff Benjamin
ALTERNATIVES JUL 17, 2017
Oaktree Capital to take over two Fifth Street BDCs in $320 million deal

New owner plans to replace management and lower fees, increasing returns.

By InvestmentNews
MUTUAL FUNDS JUL 14, 2017
Activists add tailwinds to closed-end funds

Persistent discounts have often caught the eye of activist investors

By John Waggoner
LIFE INSURANCE AND ANNUITIES JUL 13, 2017
Manulife weighs a John Hancock IPO or spin-off

Persistently low interest rates have hammered insurance company profitability.

By InvestmentNews
MUTUAL FUNDS JUL 13, 2017
A shares live on, despite some hefty upfront sales charges

Most of the funds are top performers in their categories over the past five years.

By John Waggoner
RETIREMENT PLANNING JUL 13, 2017
LPL to roll out new mutual fund platform as DOL fiduciary rule takes effect

Broker-dealer hasn't yet determined whether the platform will be mandatory when it launches next year, given the fluid regulatory environment.

By Greg Iacurci
MUTUAL FUNDS JUL 12, 2017
Asset management revenue, profits down in 2016 for first time since 2008

Investors are increasingly shifting their money to passively managed strategies.

By Bloomberg